The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLIANCE DATA SYSTEMS CORP COM 018581108 56,383 238,750 SH   SOLE   238,750 0 0
SMITH (A.O.) CORP COM 831865209 1,422 26,650 SH   SOLE   26,650 0 0
BERRY GLOBAL GROUP COM 08579W103 200,343 4,140,181 SH   SOLE   4,140,181 0 0
BORGWARNER INC COM 099724106 66,966 1,565,350 SH   SOLE   1,565,350 0 0
CARMAX INC COM 143130102 36,630 490,563 SH   SOLE   490,563 0 0
CERNER CORP COM 156782104 1,423 22,100 SH   SOLE   22,100 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 1,867 33,450 SH   SOLE   33,450 0 0
DESCARTES SYS GROUP INC COM 249906108 58 1,700 SH   SOLE   1,700 0 0
F5 NETWORKS INC COM 315616102 538 2,700 SH   SOLE   2,700 0 0
FASTENAL CORPORATION COM 311900104 27,525 474,400 SH   SOLE   474,400 0 0
FLOWSERVE COM 34354P105 90 1,650 SH   SOLE   1,650 0 0
GILDAN ACTIVEWEAR INC COM 375916103 138,722 4,558,713 SH   SOLE   4,558,713 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 1,812 42,350 SH   SOLE   42,350 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 27,146 787,300 SH   SOLE   787,300 0 0
MAGNA INTERNATIONAL INC COM 559222401 57,927 1,102,750 SH   SOLE   1,102,750 0 0
MANHATTAN ASSOCIATES INC COM 562750109 191 3,500 SH   SOLE   3,500 0 0
MIDDLEBY CORP COM 596278101 124,075 959,221 SH   SOLE   959,221 0 0
NETSCOUT SYSTEMS INC COM 64115T104 54,253 2,148,646 SH   SOLE   2,148,646 0 0
OPEN TEXT CORP COM 683715106 101,526 2,668,916 SH   SOLE   2,668,916 0 0
POLARIS INDUSTRIES INC COM 731068102 1,146 11,350 SH   SOLE   11,350 0 0
PRA GROUP INC COM 69354N106 115,856 3,218,215 SH   SOLE   3,218,215 0 0
SERVICE CORP INTERNATIONAL COM 817565104 78,535 1,776,800 SH   SOLE   1,776,800 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 89,961 1,582,990 SH   SOLE   1,582,990 0 0
TJX COMPANIES INC COM 872540109 30,848 275,381 SH   SOLE   275,381 0 0
TRACTOR SUPPLY CO COM 892356106 19,015 209,231 SH   SOLE   209,231 0 0
WABCO HOLDINGS INC COM 92927K102 44,522 377,500 SH   SOLE   377,500 0 0